Jennifer Schimmel signed Biote Medical, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Biote Medical, LLC's EIN is 27-0637642.
Download the official 2024 Form 5500 (PDF) for Biote Medical, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Biote Medical, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA 2035 TARG RET INC - INST | Registered Investment Companies | — | — | $1.4M | 15.0% | |
| DFA 2045 TARG RET INC - INST | Registered Investment Companies | — | — | $959K | 10.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $951K | 10.5% | |
| DFA 2030 TARG RET INC - INST | Registered Investment Companies | — | — | $562K | 6.2% | |
| DFA 2055 TARG RET INC - INST | Registered Investment Companies | — | — | $557K | 6.2% | |
| DFA 2040 TARG RET INC - INST | Registered Investment Companies | — | — | $543K | 6.0% | |
| DFA 2050 TARG RET INC - INST | Registered Investment Companies | — | — | $526K | 5.8% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $481K | 5.3% | |
| DFA 2025 TARG RET INC - INST | Registered Investment Companies | — | — | $418K | 4.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $302K | 3.3% | |
| DFA 2060 TARG RET INC - INST | Registered Investment Companies | — | — | $274K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $249K | 2.8% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $240K | 2.7% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $201K | 2.2% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $162K | 1.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $152K | 1.7% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $142K | 1.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $127K | 1.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $111K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $102K | 1.1% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $81K | 0.9% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $73K | 0.8% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $67K | 0.7% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $61K | 0.7% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $59K | 0.7% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $58K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $53K | 0.6% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $37K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $33K | 0.4% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $28K | 0.3% | |
| DFA ONE YR FIXED INC INSTL | Registered Investment Companies | — | — | $16K | 0.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $10K | 0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
